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Workflow Signatures

  Signing Documents in Workflow Many workflows require a sign off of some kind to show that the user has agreed to or approved some action or statement. In some cases, the sign off can be as simple as them clicking an APPROVE button. In other cases, the situation...

Deferred Actions

    Deferred Actions Workflow in DocMgt is made up of a series of conditions and actions. Some actions can be deferred, meaning they will execute at a later time. From a technical perspective, the action will typically run within seconds of being deferred....

Duplicate Checking with Workflow

    Duplicate Checking with Workflow When processing data such as invoices and POs, it is common to check for duplicates. Nobody wants to pay the same invoice more than once or issue 2 POs for the same items. In order to avoid that you need to know how to...

New Workflow Actions

New Workflow Actions Starting with version 3.39, we are introducing a new set of action events available in the workflow system. We are adding Working Actions and Reassign Actions. Before we talk about those we should give you a little bit of background on how...